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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,685 | $228,352-37.5% | $185,835-23.2% | $158,966-10.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -16.45% | 40.81%-57.3pp | 35.96%-52.4pp | 302.95%-319.4pp |
| Employer contribution / active EE | $28,000 | $4,967+463.8% | $4,087+585.0% | $4,762+487.9% |
| Participant deferral / active EE | $26,000 | $6,416+305.2% | $5,633+361.6% | $5,983+334.6% |
| Admin fee / account holder | $122 | $11,867-99.0% | $9,502-98.7% | $11,250-98.9% |